Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pinnacle Financial Group, LLC / IL (CIK 1905962) reported $364.8M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($32.6M, 8.93%), PRF ($31.8M, 8.71%), DFAC ($21.5M, 5.88%), DTD ($21.2M, 5.80%), DFEM ($20.1M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $32.6M | 8.93% | 916,900 | Added |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | $31.8M | 8.71% | 668,275 | Trimmed |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $21.5M | 5.88% | 552,476 | Added |
| 4 | DTD | WISDOMTREE TR | $21.2M | 5.80% | 245,116 | Trimmed |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $20.1M | 5.50% | 580,417 | Trimmed |
| 6 | VYMI | VANGUARD WHITEHALL FDS | $15.0M | 4.12% | 159,569 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $13.9M | 3.82% | 94,078 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $13.0M | 3.58% | 173,767 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $9.3M | 2.55% | 14,329 | Added |
| 10 | EEM | ISHARES TR | $9.2M | 2.52% | 162,150 | Added |
| 11 | MINT | PIMCO ETF TR | $9.0M | 2.48% | 89,953 | New |
| 12 | DVY | ISHARES TR | $8.9M | 2.44% | 58,781 | Trimmed |
| 13 | AGG | ISHARES TR | $8.6M | 2.35% | 86,357 | Added |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $8.0M | 2.20% | 112,879 | Trimmed |
| 15 | VBR | VANGUARD INDEX FDS | $7.1M | 1.95% | 32,819 | Added |
| 16 | VB | VANGUARD INDEX FDS | $6.2M | 1.69% | 23,572 | Added |
| 17 | DFAR | DIMENSIONAL ETF TRUST | $6.1M | 1.67% | 258,048 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $5.9M | 1.61% | 27,228 | Trimmed |
| 19 | GLD | SPDR GOLD TR | $5.6M | 1.54% | 13,083 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $5.5M | 1.52% | 19,296 | Added |
| 21 | PTRB | PGIM ETF TR | $5.3M | 1.45% | 127,597 | Added |
| 22 | PYLD | PIMCO ETF TR | $5.0M | 1.37% | 190,358 | Added |
| 23 | MCD | MCDONALDS CORP | $4.6M | 1.26% | 14,763 | Added |
| 24 | TOTL | SSGA ACTIVE ETF TR | $4.3M | 1.19% | 109,144 | Added |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $4.3M | 1.18% | 110,726 | Added |
Source: SEC Form 13F filings · as of 2026-03-31